A complete list of active advisors currently associated with Contego Capital Group, Inc.

Warmer can help you find a great advisor at Contego Capital Group, Inc. or one who fits your needs even better.

Contego Capital Group is a registered investment adviser that primarily works with high‑net‑worth individuals, trusts, estates, pooled investment vehicles, small businesses and charities, providing discretionary asset management as well as sub‑advisory and retirement‑plan services. The firm also offers non‑discretionary financial planning and consulting covering retirement, estate, tax, insurance and related areas. Contego typically manages accounts on a discretionary basis when authorized, using fundamental, technical and cyclical analysis and conducting periodic account reviews, while permitting clients to impose written investment restrictions. The firm also serves as a sub‑advisor to other advisers and to a registered mutual fund through a joint venture, and it discloses processes intended to monitor and mitigate related conflicts of interest when recommending or holding that fund. What distinguishes Contego from many peers is its active management role for investment companies and for other investment advisers — including serving as sub‑advisor to an actively sponsored mutual fund — arrangements that are relatively uncommon for similarly sized teams. The firm’s advisory personnel also engage in broker‑dealer and insurance activities, and Contego documents these outside business activities and related conflict‑mitigation steps while focusing its client base on higher‑net‑worth and institutional‑type relationships rather than mass‑market retail clients.

To learn more about the advisors currently working at Contego Capital Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.